Patricia J. Hart

Operations & Compliance Manager


At Capital Planning
Pattie joined Capital Planning with experience as a Chief Operations and Compliance Officer. She is responsible for managing and improving the operational systems, processes, and policies that support the client service and regulatory compliance. She works closely with senior management to ensure that office operations comply with industry rules and regulations. Pattie is also responsible for planning, organizing, leading, and coordinating the delivery of ongoing internal functions, facility management, vendor relationships, and human resources.

Practice Focus

  • Office facilities and operations
  • Regulatory compliance and reporting
  • Human resources and vendor management

When I Am Not at Work
As an avid outdoor enthusiast, you can find Pattie every weekend exploring something new in Washington. Pattie enjoys participating in monthly running events, cycling the great northwest, and paddle boarding with her boys on Lake Washington. With an educational background in library science, Pattie can be found browsing book isles, researching airplanes and their history, or reading the latest inspiring non-fiction.

Previous Roles or Ventures
Worked as a Chief Operations and Compliance Officer for a registered investment firm in Bellevue, Washington.

Education & Designations

  •  Currently pursuing PHR Certification, HR Certification Institute

Events

See our Events Section for more details.

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